Huckleberry Origins is designed for investors with moderate risk tolerance who are willing to invest long-term for absolute gains. We rely heavily on a value-oriented approach to identify great companies and positions that can benefit under a multitude of market conditions.
Investors seeking long-term growth.
Benchmark | S&P 500, Wilshire 5000 |
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Concentration | 15-30 individual positions |
Securities | Stocks, options |
Target holding period | 3-5 years |
Accounts | All account types, including IRAs |
Minimum monthly deposit | $100 |